Latest Institutional Purchases of Marsh & Mclennan Companies, Inc. (MMC)
This list provides information on the latest institutional transactions involving Marsh & Mclennan Companies, Inc. (MMC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
100New |
$20.8K - $24.4K
|
100
$21K
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
98+ 1.7% |
$20.4K - $23.9K
|
5.86K
$1.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
94+ 1.48% |
$19.6K - $22.9K
|
6.44K
$1.35M
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
93+ 1.23% |
$19.4K - $22.7K
|
7.65K
$1.61M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
88+ 4.97% |
$18.3K - $21.5K
|
1.86K
$390K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
88+ 7.64% |
$18.3K - $21.5K
|
1.24K
$260K
|
|
|
May 15, 2025
Q1 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
87+ 8.65% |
$18.1K - $21.2K
|
1.09K
$230K
|
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
BUY
|
- |
85+ 8.99% |
$17.7K - $20.7K
|
1.03K
$217K
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
84+ 0.07% |
$17.5K - $20.5K
|
122K
$25.6M
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
84+ 13.86% |
$17.5K - $20.5K
|
690
$145K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
83+ 4.93% |
$17.3K - $20.3K
|
1.77K
$371K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
82+ 6.86% |
$17.1K - $20K
|
1.28K
$268K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
81+ 0.65% |
$16.9K - $19.8K
|
12.6K
$2.64M
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
78+ 5.45% |
$16.3K - $19K
|
1.51K
$317K
|
|
|
May 15, 2025
Q1 2025
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
75+ 5.46% |
$15.6K - $18.3K
|
1.45K
$304K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
75New |
$15.6K - $18.3K
|
75
$15.8K
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
74+ 2.66% |
$15.4K - $18.1K
|
2.85K
$599K
|
|
|
May 07, 2025
Q1 2025
|
Tcw Group Inc
|
BUY
|
- |
72+ 0.63% |
$15K - $17.6K
|
11.4K
$2.4M
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
71New |
$14.8K - $17.3K
|
71
$14.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Achmea Investment Management B.V.
|
BUY
|
- |
70+ 0.2% |
$14.6K - $17.1K
|
35.9K
$7.54M
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
67+ 1.69% |
$14K - $16.4K
|
4.04K
$848K
|
|
|
May 07, 2025
Q1 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
65+ 2.8% |
$13.6K - $15.9K
|
2.39K
$501K
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
65+ 1.33% |
$13.6K - $15.9K
|
4.97K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
64+ 60.95% |
$13.3K - $15.6K
|
169
$35.5K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
64+ 3.61% |
$13.3K - $15.6K
|
1.84K
$386K
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
63+ 0.59% |
$13.1K - $15.4K
|
10.8K
$2.26M
|
|
|
May 02, 2025
Q1 2025
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
60+ 0.24% |
$12.5K - $14.6K
|
25.4K
$5.33M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
60+ 4.34% |
$12.5K - $14.6K
|
1.44K
$303K
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
59+ 2.94% |
$12.3K - $14.4K
|
2.07K
$434K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
59+ 15.45% |
$12.3K - $14.4K
|
441
$92.6K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
57+ 7.42% |
$11.9K - $13.9K
|
825
$173K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
56+ 1.99% |
$11.7K - $13.7K
|
2.86K
$601K
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
BUY
|
- |
55+ 1.82% |
$11.5K - $13.4K
|
3.08K
$647K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
55New |
$11.5K - $13.4K
|
55
$11.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
55New |
$11.5K - $13.4K
|
55
$11.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
55+ 0.22% |
$11.5K - $13.4K
|
25.5K
$5.35M
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
53+ 0.93% |
$11K - $12.9K
|
5.75K
$1.21M
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
51+ 3.41% |
$10.6K - $12.4K
|
1.55K
$325K
|
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
BUY
|
- |
51+ 0.62% |
$10.6K - $12.4K
|
8.33K
$1.75M
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
49+ 0.68% |
$10.2K - $12K
|
7.25K
$1.52M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
48New |
$10K - $11.7K
|
48
$10.1K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
48+ 2.84% |
$10K - $11.7K
|
1.74K
$365K
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
48+ 2.56% |
$10K - $11.7K
|
1.93K
$404K
|
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
48+ 4.0% |
$10K - $11.7K
|
1.25K
$262K
|
|
|
May 12, 2025
Q1 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
47+ 3.87% |
$9.8K - $11.5K
|
1.26K
$265K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
47+ 1.05% |
$9.8K - $11.5K
|
4.52K
$949K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
47+ 0.63% |
$9.8K - $11.5K
|
7.48K
$1.57M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
46+ 2.04% |
$9.59K - $11.2K
|
2.31K
$484K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
45New |
$9.38K - $11K
|
45
$9.45K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
44+ 3.64% |
$9.17K - $10.7K
|
1.25K
$263K
|